Protected records
Financial records and documents are isolated by organization and handled as private business data.
Security & Trust
Security built into the financial system.
Protect financial records, control who can act, and preserve an accountable history from everyday bookkeeping through complex approvals.
Security at a glance
Protection that follows the work.
Controlled access
MFA, roles, least privilege, and organization policies help keep access appropriate.
Accountable history
Financial changes, approvals, evidence, corrections, and reversals remain reviewable.
Recovery-minded
Backup, point-in-time recovery, monitoring, and operational controls support resilience.
Controls in practice
Clear safeguards for people, records, and connected systems.
Data protection
- Encryption in transit and at rest through platform capabilities
- Private handling for financial documents and evidence
- Organization-level data isolation
- Separate legal-entity reporting without weakening organization boundaries
- Full tax-identification values kept out of ordinary document metadata
Identity & access
- Multi-factor authentication
- Role-based permissions and least privilege
- Custom roles and granular permissions where included
- Organization access policies and sensitive-action checks
- Access reviews and controlled recovery
- Enterprise SSO requires a compatible identity provider
Financial integrity
- Immutable audit events
- Period locks and permissioned reopen
- Controlled corrections and reversals
- Evidence links and provenance
- Approval workflows and segregation of duties
- Client-controlled accountant and firm access
Connected systems
- Scoped, hashed API keys
- Signed webhooks with replay protection
- Idempotent background work and safe bulk actions
- External provider credentials kept within controlled connection boundaries
- Retention and legal-hold foundations for scoped needs
Monitoring & resilience
- Backup and point-in-time recovery capabilities
- Service monitoring and operational controls
- Controlled, resumable background workloads
- Incident-response and change-control readiness
- Retention and deletion controls
AI & automation safeguards
- Deterministic controls work with AI disabled
- AI assists analysis and proposes typed actions
- Organization policy sets authority and review
- Uncertain or novel activity routes to people
- Approved actions follow normal accounting controls
- AI never directly writes financial tables
Compliance readiness
Designed toward SOC 2-aligned controls.
KontoCore is building toward SOC 2 readiness. We do not claim SOC 2 certification, a completed audit, or unverified ISO, PCI, HIPAA, or other certifications.
Have security, access, retention, or procurement questions? We can discuss the controls relevant to your organization.
Contact KontoCoreStandalone from day one